Experience Matters.

Where High Tech Meets High TouchTM

Latest Insights

WealthTech GETS VOCAL | On The Road With The Man In The Van

Using his campervan as a metaphor, we explore the humans stories and perspectives of wealth management with end-clients, advisors and leaders, hosted by Doug Fritz, CEO & Founder of F2 Strategy.

More into audio? Listen to the podcast.

How We Help

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Consulting Services

Have you outgrown your legacy thinking and want to participate in the more automated and digital future of wealth management?


We designed OCTO to enable ambitious firms access to technology expertise and oversight on a fractional time-costed basis.

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We operate in an evidence-based consulting model; conducting intellectual and advisory-based research on technology and business issues which drives informed strategy and decisions for our clients.

Experts in Action